Acrisure · 1 month ago
Commercial Lines Placement Specialist
NEW BERLIN, WI
Full-time
Hybrid
Mid, Senior Level
$71K/yr - $128K/yr
5+ years expAcrisure is a global fintech leader empowering businesses with customized solutions. The Commercial Lines Placement Specialist will manage new business and renewal processes for commercial insurance accounts, focusing on strategy, negotiation, and collaboration with clients and insurance partners.
Financial ServicesInsuranceInsurTech
Responsibilities
Responsible for maintaining the timeline and process during the new business and renewal process, inclusive of exposure analysis, quote specifications, analysis and negotiation of coverage offers, and preparation and presentation of coverage proposals
Create and execute marketing strategies for select accounts, determining where to market based on risk characteristics, large deductibles, captives, and detailed market analysis
Evaluate and analyze alternative risk financing mechanisms, including large deductible programs and captive structures, to determine the most advantageous placement approach
Strategize and build insurance towers for select accounts to provide higher coverage limits beyond standard primary policies
Exercise independent judgment in the placement of accounts with alternative carriers, balancing client needs with market conditions
Responsible for year-end book review for select accounts to assess placement performance, carrier relationships, and renewal strategy
Communicate effectively within the team environment, inclusive of the Client Advisors and Account Service Team, as well as with markets. Collaborate directly with Client Advisors in client-facing discussions on marketing strategy and placement outcomes
Review insurance policies and contracts and make recommendations for improvement
Work with others to prepare property and casualty insurance submissions for new business prospects and renewing accounts including, but not limited to: insurance specifications for each line of coverage, ACORD applications using firm’s agency management system, loss summaries, prospect profiles, and exposure schedules
Analyze Excel spreadsheets of prospect client exposure and/or loss data, as well as develop financial models of loss-sensitive programs when necessary
Maintain familiarity and working relationships with various insurance companies and wholesalers, and stay informed of carrier appetites and market trends
Handle confidential and non-routine information
Use rating tools and carrier systems, when applicable, to assist in the quoting and proposal development process
Abide by and maintain all licensing requirements, including continuing education
Attend seminars, company meetings, carrier events, and educational activities needed to improve overall job expertise and product knowledge
Perform coverage gap analysis and deliver strategic coverage recommendations tailored to each client’s specific risk profile
Work independently and within a team on special, nonrecurring, and ongoing projects
Identify opportunities to engage Risk Resources for specialized expertise and partner with them to deliver tailored solutions for complex client needs
Qualification
Required
5+ years of relevant insurance experience, with an emphasis on mid-to-large commercial account placements
Must currently hold an applicable insurance license
Excellent phone etiquette, written and verbal communication, presentation, and interpersonal skills
Strong critical thinking, financial analysis, and negotiation skills with demonstrated ability to analyze complex market data and influence placement outcomes
Able to work with minimum supervision; able to accept direction on given assignments
Proficient with MS Office products, including a high knowledge of Excel and Word
Strong organizational skills and ability to handle multiple tasks and prioritize work
Demonstrated flexibility and adaptability to changing priorities and deadlines
Strong attention to detail to ensure document accuracy
Able to work effectively in a team environment with strong customer service skills
Strong knowledge of all basic applicable insurance coverages
Proficient in creating proposal presentation documents identified as required documents
Preferred
College degree preferred
Pursuit of a professional designation – CRM, CISR, CIC, AAI, ARM, CPCU – preferred
Experience with Applied Epic a plus
Benefits
Comprehensive medical insurance, dental insurance, and vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off and holidays
Employee Assistance Program (EAP)
Complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
Commuter benefits
Employee discount programs
Paid maternity leave and paid paternity leave (including for adoptive parents)
Legal plan options
Pet insurance coverage
Company
Acrisure
Acrisure offers financial services solutions for insurance, reinsurance, real estate, cyber services, and asset and wealth management.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$11.37BKey Investors
Bain Capital Special SituationsAbu Dhabi Investment AuthorityBDT & MSD Partners
2025-06-06Debt Financing· $550M
2025-05-20Private Equity· $2.1B
2024-06-05Debt Financing· $1.6B
Leadership Team
Greg Williams
Co-Founder, Chairman & CEO
Mark Wassersug
Chief Technology Officer
Recent News
Beinsure - Insurance, Reinsurance, InsurTech Insights
2026-01-14
2025-12-08
Company data provided by crunchbase